SBA financing — built for owner-users.

SBA 7(a) and 504 loans for owner-occupied real estate, business acquisition, and expansion.

SBA loans are the most attractive financing structure available to small business owners using commercial real estate in their own operations. Long terms, low down payments, and government-backed guarantees make SBA programs hard to beat for the right deal but only for the right deal. SBA isn’t fast, isn’t paperwork-light, and isn’t a fit for passive real estate investors.

TJA places both SBA 7(a) and SBA 504 financing through preferred lenders who can move efficiently within the program’s structure. The discovery call typically establishes which of the two programs fits your situation; both are explained in detail below.

7(a)

The Flexible Workhorse

The SBA 7(a) program is the broader of the two. It can finance owner-occupied real estate, business acquisitions, equipment, working capital, debt refinancing, and expansion sometimes within a single loan. Maximum loan size is $5M. The structure is a single loan from a single lender, with the SBA guaranteeing a portion of it.

504

The Real Estate & Equipment Specialist

The SBA 504 program is designed specifically for fixed-asset financing owner-occupied real estate and major equipment. Total project size can exceed $10M. The structure is a partnership: a conventional first-lien lender takes 50%, an SBA-backed CDC takes 40%, and the borrower brings 10% down (15% for special-use or new businesses). The 504 portion offers below-market fixed rates over long terms.

SBA financing is a fit if:

SBA 7(a) Program Parameters

ParameterTypical RangeNotes
Maximum Loan$5,000,000Single SBA-guaranteed loan
Use of ProceedsReal estate, acquisition, equipment, working capital, refinanceMost flexible SBA program
Down Payment10–25% typicalLower than conventional commercial in most cases
Term LengthUp to 25 years for real estate10 years for non-real-estate uses
RateVariable, tied to Prime + spreadFixed-rate options available
Owner Occupancy51% existing / 60% new constructionHard requirement
Personal GuaranteeRequired from 20%+ ownersStandard SBA requirement
PrepaymentSliding scale on real estate, no penalty after 3 yearsMore flexible than 504

SBA 504 Program Parameters

ParameterTypical RangeNotes
Maximum SBA Portion$5,500,000Total project size can exceed $10M+
Project Structure50% bank + 40% SBA/CDC + 10% borrower15% borrower for special-use or new business
Use of ProceedsOwner-occupied real estate and major equipment onlyMore restrictive than 7(a)
Down Payment10% standard / 15% special casesLowest down payment in commercial finance
Term Length10, 20, or 25 years on SBA portionBank portion typically 5, 7, or 10 years
RateFixed below-market on SBA portionAmong the most attractive structures available
Owner Occupancy51% existing / 60% new constructionHard requirement
PrepaymentDeclining schedule on SBA portionLess flexible than 7(a)

SBA program parameters are set by the U.S. Small Business Administration and are subject to change. Specific terms depend on lender execution, borrower profile, and project characteristics. All rates and fees are subject to change.

01

Eligibility & Strategy

We confirm SBA eligibility, evaluate whether 7(a) or 504 fits better, and outline indicative terms.

02

Lender Selection

We identify the right preferred lender for your specific deal. Lender selection matters more on SBA than on conventional speed and underwriting standards vary widely.

03

Application & Underwriting

Full SBA documentation package, submission, and underwriting management. Most SBA underwriting takes 30–60 days from a complete file.

04

Closing

SBA closings involve more parties than conventional lender, SBA, CDC (for 504), title, and counsel. We coordinate the full process to funding.

Frequently Asked Questions

It depends on the deal. SBA 504 typically offers a better rate on the SBA portion and a lower total cost of capital for owner-occupied real estate above $1M, but it requires a more rigid structure. SBA 7(a) is more flexible and works well for smaller real estate deals or when working capital is also needed. We’ll evaluate both on every eligible deal.

Plan for 60–90 days from term sheet to funding. SBA underwriting itself typically runs 30–60 days; appraisal, environmental, and closing add the rest. SBA isn’t fast but for the right deal, the structure is worth the wait.

No. Both SBA 7(a) and 504 require owner-occupancy. The business that uses the property must occupy at least 51% of it (60% for new construction). Pure investment real estate doesn’t qualify see Commercial Mortgages or Stated & Light-Doc Programs for those deals.

SBA 7(a) caps at $5M total. SBA 504 caps at $5.5M on the SBA portion, but total project size (bank + SBA + borrower) can exceed $10M. For projects above those caps, conventional commercial financing is usually the better path.

Yes. SBA requires personal guarantees from any owner with 20% or more equity in the business. This is non-negotiable under SBA program rules.

Yes, with conditions. SBA 7(a) can refinance qualifying business debt under certain circumstances; SBA 504 can refinance existing real estate debt under the 504 Refinance program.

Each has specific qualifying criteria we’ll evaluate eligibility during the discovery call.

SBA 504 is famously 10% down, but that’s for stabilized businesses with stabilized properties. New businesses or special-use properties (hotels, gas stations, religious facilities, etc.) typically require 15% or 20%. SBA 7(a) typically requires 10–25% depending on lender and use of proceeds

Let's Talk

Considering an SBA loan?

Tell us about the property and your business. We’ll tell you whether SBA fits and which lender will move fastest.